2 answers

RE: What if a Financial Plannerss wants to work as a freelancer. What options are there?

Financial Planners are the one who help/Provides services to his/her client to effectively plan the finances as per the need.

Financial Planners are in huge demand today due to the lot of complicated products available in market as well as the need to secure one future by having proper plan of finances.

Financial Planners is one job which provide an individual with lot of options to work as a freelancers since its a profession which does allows you to work on your terms, A financial planners has lot of flexibility to work due to following factor a financial planner can work as freelancer and be successful

Knowledge Industry : A successful financial planner is known for his advice which is based on his expertise and thus there is no limitation of work

Relation based : The industry of Financial market work on relationship and thus normally clients work with individuals rather than companies

No Regulations : There are very few regulations associated with Financial Planners and thus there are no limitation to have licences and other membership like in other industry

Time flexibility : There are no fixed time for a financial planner and thus this brings a lot of advantage to work as a freelancer.

Looking at above features it is quite obvious that for a financial planner are the best to work as a freelancer moreover there are lot of advantage to work as free lancer and thus lot of people prefer to work as free lancer.

I hope your query is resolved.

Wish you all the best!!!

Do write in case of any query

RE: What if a Financial Plannerss wants to work as a freelancer. What options are there?

A financial advisor needs to possess excellent understanding of stock market performances, insurance sector, banking and other related fields. As a financial advisor, you can either work with a company or become a private consultant. In either case, a bachelor’s degree in any finance field and relevant certification is mandatory.

You’ve thought about what you want to freelance in, you’ve got a couple of useful email addresses and you’ve even bought yourself some sweatpants that will look great with your slippers. So you’re ready to dump that job and get cracking on your first assignment, right?

Wrong.

One of the biggest misconceptions about freelancing is that you sit at home and work comes to you. When the reality is you have to fight for it, and fight hard.

There are many options if you want to shift your career from financial advisor to freelancer. :-

Mr. Prathamesh is a Certified Career Consultant by Psytech International (bps) UK and is also a Certified Trainer for Life Skills; he is pursuing Narrative Therapy from Adelaide, Australia. He has been in to career counseling for more than 8 years now he practices MINDFULNESS psychotherapy with students. He possesses vast experience in teaching and career counseling. Currently he is associated with FUEL NGO. He had counseled over laces of students and is a founder director of Canvas Career Consultancy, committed to conduct Psychometric assessments for students and do career counseling by making them aware about new career avenues

Mrs. Meghna is a Postgraduate in clinical Psychology. She had been a part of several workshops related to Personality Enhancement, Counseling, Child and Adolescent Psychiatry, Therapy, Hypnosis for self Healing etc. She works at Adaptive Mind as freelance counselor and had worked as an executive counselor at Growth Centre, School Counselor at Billabong High International School, Sri Sri Ravi Shankar Vidya mandir. Her areas of expertise include Human Resources Management with Clinical Psychology. Currently working as a Brain mapping analyst

Reena Saxena is a Career Development Facilitator, Coach, Banking and Soft Skills Trainer, Content Developer, Personal Branding Consultant and Blogger. She comes from a BFSI background.
-Registered with Career Guide and Dheya Career Mentors Ltd.
- Helps people in shaping their personality, through her initiative, ReInventions.